Filed July 14, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,717 | $63,905-8.1% | $74,183-20.8% | $57,658+1.8% |
| Participation rate | 36.8% | 79.8%-42.9pp | 76.6%-39.8pp | 70.2%-33.4pp |
| Annual return | 12.92% | 60.60%-47.7pp | 17.74%-4.8pp | 5.13%+7.8pp |
| Employer contribution / active EE | $1,143 | $1,840-37.9% | $2,370-51.8% | $1,974-42.1% |
| Participant deferral / active EE | $2,512 | $3,448-27.1% | $3,550-29.2% | $3,061-17.9% |
| Admin fee / account holder | $8 | $91-91.6% | $5,586-99.9% | $95-91.9% |